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Yeah - this audience occasionally forgets the 16nm and 12nm UMC stuff. But customer wafers running through more mature nodes using...
Jun 20, 2025
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https://www.ericsson.com/en/press-releases/2023/11/next-generation-ericsson-ran-compute-breaks-ground-in-network-processing-power...
Jun 20, 2025
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I think that was referring to the custom Xeon 6 agreement with Amazon along with a 18A fabric chip which was later announced...
Jun 20, 2025
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Foxconn Wisconsin all over again.
https://www.theverge.com/c/21507966/foxconn-empty-factories-wisconsin-jobs-loophole-trump
Jun 20, 2025
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It’s just too funny at this point.
Perhaps if they start talking about investment in terms of TrumperCoin value we can really make...
Jun 20, 2025
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That's a rookie number I am opening a $200 Billion Fab in my backyard with expected Investment reaching $500 Billion.
Jun 20, 2025
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Texas Instruments’ annual revenue is not near $70 billion. With 2024 revenue at $15.64 billion and net profit at $4.78 billion, this...
Jun 20, 2025
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I am announcing a 50B fab in my garage. Commerce department gave me a medal and a photo op for pretending this will happen.
Jun 20, 2025
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You guys are brutal.... 🤣
Actually being super stingy is one of the most important secrets for TI's success over all these years...
Jun 20, 2025
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what's also revealing is that the yield and failure of foundry business has been going on for a while. Maybe google is too big a name...
Jun 20, 2025
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The myopia of the corporate world never ceases to amaze me. I believe Samsung's biggest problem is as plain as the nose on Vice...
Jun 20, 2025
Because Intel is outsourcing more on TSMC’s leading edge nodes, AMD, Nvidia and probably others have no choice but to adopt TSMC’s...
Jun 20, 2025
This is interesting because I get a sense that N7 and N5 had early adopters and then "second adopters". It took a few years to really...
Jun 20, 2025
This is also a major challenge for both Intel and AMD, especially Intel. The company is facing onslaughts from all directions, and in...
Jun 20, 2025
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This is interesting because I get a sense that N7 and N5 had early adopters and then "second adopters". It took a few years to really...
Jun 20, 2025
Like.
Yeah - this audience occasionally forgets the 16nm and 12nm UMC stuff. But customer wafers running through more mature nodes using...
hist78 replied to the thread Samsung Foundry, Strategy Meeting Key 'Finding the Reason Google Missed Out'.Because Intel is outsourcing more on TSMC’s leading edge nodes, AMD, Nvidia and probably others have no choice but to adopt TSMC’s...